Lockout/Tagout/Try (LOTO) Procedure

1. Are servicing and maintenance operations performed by employees on machines or equipment whose unexpected energization, startup or release of stored energy could harm employees?

2. Have there been recent changes to your equipment/machinery or energy type/amount that may affect your LOTO procedure?

3. If yes, have authorized, affected, and other employees been trained on the new equipment/machinery or procedures? (If no, stop procedure and pursue additional training.)

4. Identify machine energy type, magnitude and its hazards to personnel.

5. Hazardous energy types: Electrical, Pressure (Fluid, Pneumatic, Hydraulic), Gravity, Compressed Spring, etc.

6. Identify hazardous energy lockout points for each machine, determine proper lockout devices to be used.

7. Inform affected employees of planned lockout.

8. Determine who has primary responsibility if service/maintenance is group assignment. Write name in text box.

9. Shut down machine or equipment using normal procedure.

10. Locate and isolate all energy sources; release any stored energy

11. Attach Lock devices, locks and tags at each energy control point (all members attach own locks during group service/maintenance or use lock-box).

12. Ensure locks are labeled with the names of all individuals working on the machine.

13. Verify absence of hazardous energy; TEST/TRY operating controls, then return to “off” position.

14. Perform service/maintenance.

15. If energizing to test or position equipment, follow lockout removal steps.

16. Repeat lockout steps after test/positioning.

17. Before re-energizing, remove tools and be sure employees are safely away from equipment.

18. Ensure that machine or equipment components are operationally intact. Reinstall machine guards.

19. Are all individuals with locks on the machine out/safe, with tools accounted for?

20. Remove lockout devices and position valves, controls, etc. for startup.

21. Turn on energy and notify affected employees that the lockout or tagout device(s) have been removed.

22. Write Comments or Remarks here: